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If you are upgrading Connect to the latest version, depending on your previous version of Connect, you may need to perform tasks either before or after installing Connect. Follow the instructions in the section or sections that apply to your current installation and configuration. You must follow the instructions in the order in which the sections appear.

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titleI am a new user

If you are installing Connect for the first time, you do not need to perform any extra tasks. You can proceed with installing Connect and configuring your installation. For information about installing and configuring Connect, see Installing the latest version of Connect and Configuring Connect.

Before upgrading

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titleBefore upgrading

Before upgrading your installation to the latest version of Connect, perform the following task:

Maintain your Salesforce Recycle Bin

If your Salesforce Recycle Bin contains a large amount of data, then it may prevent dynamic Dial List from being automatically upgraded and can also prevent Connect from functioning correctly.

Please therefore check the size of your Salesforce Recycle Bin and empty it if it has a large amount of data. Note that it can take Salesforce up to 24 hours to empty the recycle bin.

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titleI have customizations in my Salesforce org

If you have had any customization or development work done in your org, such as Salesforce processes, process steps or Apex code, then you must ensure that the upgrade will not affect or break these customization.

What should I do?

Consult your Salesforce administrator, integration partner or developer and check that they have read through the upgrade documentation and have understood that you will be removing some processes and scheduled jobs from your org.

You will be removing any Salesforce processes used to automatically refresh dial lists. For information about Salesforce processes, see Salesforce help. If you have steps in those processes that do work other than refreshing the dial lists, then you must leave those steps in place.

If you had any Apex code or other customization that use the Connect package, then you must check that these still work after upgrading.

Make sure to apply best practices such as testing thoroughly in a full copy sandbox org before changing your production environment.

When you have made sure that you are safe to install, follow the instructions in any other section or sections that apply to your current installation and configuration.

I am using Connect 16.118.1 or greater

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titleI am using Connect 16.118.1 or greater

If you are already using Connect 16.118.1 or a later version, you can install the latest version of Connect.You can then proceed to Tasks for all upgrades.

I am using a version of Connect from 2.1.0 to 16.101 and use dynamic dial lists

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titleI use dynamic dial lists (I refresh dial lists automatically or on a schedule)

If you refresh dial lists either automatically or on a schedule, and you are using a version of Connect from 2.1.0 to 16.101, you must perform the following tasks.

Warning

If you do not remove the relevant configurations, you may experience unexpected behavior and potentially lose data in your Salesforce org.


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titleI have dynamic lists that refresh automatically

I have dial lists that refresh automatically

You need to remove any Salesforce processes that are used to refresh dial lists. Follow the instructions in the article in the following link to do that:


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titleI have dynamic dial lists that refresh using a schedule

I have dial lists that refresh on a schedule

You need to remove any scheduled jobs that are used to refresh dial lists. Follow the instructions in the article in the following link to do that:

Now you must follow the instructions in the section or sections that apply to your current installation and configuration.

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If you are using a version of Connect earlier than

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3.

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I am using 16118.1
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title

0.0, go to I use a version of Connect earlier than

3.

If you are 0.0; otherwise go to I am using a version of Connect earlier than 16.118.1, you must install version 16.118.1 of Connect. You can then install the latest version of Connect. You can now proceed to Tasks for all upgrades.

I use a version of Connect earlier than 3.0.0

Tasks for all upgrades
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titleI am using a version of Connect earlier than 3.0.0
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title

If you have upgraded are upgrading from a version of Connect earlier than 3.0.0, you must perform the following task.

What should I do?

You must manually delete a lookup value which is no longer required. Perform the following steps:

  1. Go to the Administration Setup Page in Salesforce.
  2. On the left-hand side of the Salesforce window, in the Build section, expand Create.

  3. In the expanded list of items, click Objects. Custom Objects appears.

  4. Click Dial List. The Dial List object appears.
  5. In the Custom Fields & Relationships section, click Type. The custom field Type appears.
  6. In the Picklist Value Set section, if Dial_Entry__c appears, click Del alongside to delete this value.

You can now proceed to Tasks for all upgrades.

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Go to I am using a version of Connect earlier than 16.118.1.

I am using a version of Connect earlier than 16.118.1

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titleI am using a version of Connect earlier than 16.118.1

If you are using a version of Connect earlier than 16.118.1, you must upgrade to version 16.118.1 of Connect.

After upgrading your installation to the latest version 16.118.1 of Connect, perform the following tasks:

Check that Dial Lists were successfully upgraded

During the upgrade to Connect, existing dynamic dial lists are converted to use the new dynamic dial list functionality. To check that Dial Lists were upgraded successfully, check that the following conditions are true:

  • Existing static lists created from report, list view or CSV upload are unchanged. The Prevent Refresh check box is selected. Call records created before the upgrade are replaced with Pending, Active and Processed Dial Entries as appropriate.
  • Existing dynamic lists are changed. The Prevent Refresh check box is cleared and any calls that were not started, skipped or completed are removed. Any calls that were started are replaced with Active Dial Entries and completed or skipped calls are replaced with Processed Dial Entries.

Remove the refresh list button

The Refresh List button is no longer required. For information about removing the button, see Removing the dial list refresh button.

Go to I am using a version of Connect from 16.118.1 to 17.126.

I am using a version of Connect from 16.118.1 to 17.126

You can now proceed with configuring your installation
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titleI am using a version of Connect from 16.118.
1 to 17.126

If you are using a version of Connect from 16.118.1 to 17.126, upgrade to the latest version of Connect. After upgrading, to enable Dial Lists of Campaign Member type, add Campaign Member as a Dial List type. For information about configuring Connect, see Configuring Connect.

Finally

You can then configure your installation. For information about configuring Connect, see Configuring adding Dial List types, see Configuring available Dial List types.

I am using Connect 17.126 or greater

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titleI am using Connect 17.126 or greater

If you are already using Connect 17.126 or a later version, you can install the latest version of Connect.